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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (15260)	11/13/2000 8:29:08 AM
From: t2	Read Replies (1) \| Respond to of 65232

I guess HWP missed EPS not the revenues. Low PE stock like IBM but I thought they were doing a bit better. I guess I did not consider the pricing pressures on a company that sells computers in the retail channel. If their forward looking guidance is OK, I don't think it will go much lower than where it is pre-market, again due to the PE. Could be wrong of course. Now we have AMAT left for Wednesday. Not expecting much but they could be a bit of a leading indicator for the semiconductor stocks. I am noticing a pattern here. Those companies that have a large part of their business that sells to corporations are the ones getting hurt. I think the consumer spending is going to be fine this fall/winter. That is why I am trying to move as much as I can into the consumer tech stocks and that includes many semis. Might be look at NOKIA and MOT again after the decline this morning. Jill, it now just becomes a problem of trying to pick the bottom on the techs. The election will probably get us to the bottom for Nasdaq a lot sooner--this week should be it but I am unwilling to just buy calls---need to buy both calls and puts. Gateway is probably the first stock I might pick in PCs due to its consumer focus as well as its focus mostly on the US market.